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Unit Trust Sales Representative

Company

Public Bank Berhad

Location

kuala lumpur, kuala lumpur

Type

Full-time

Job Highlights

  • Attractive remuneration package and employee benefits
  • Excellent career advancement opportunity
  • A vibrant and fast-paced working environment

As a Unit Trust Sales Representative, you will have the chance to develop your selling and customer service skills in a fast-paced and dynamic environment.

Responsibilities

  • Assisting clients to establish their investment objective and promoting Unit Trust products according to their own risk profile.
  • Promoting other financial planning products (Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assisting them to meet their short term and long term financial goal.
  • Performing daily calling from leads provided to secure sufficient daily sales appointments.
  • Establishing good relationships with branch staff and other departments to encourage strong referrals for continuous business generation. <...

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